Lucid Group has finalized a multi-year supply agreement with Graphite One Inc. to secure domestically sourced natural graphite for its future electric vehicle batteries. The deal marks Lucid’s third U.S.-based graphite agreement and is part of the automaker’s broader push to strengthen its American supply chain for critical battery materials.
Under the deal, Graphite One will supply natural graphite beginning in 2028 from its Graphite Creek deposit north of Nome, Alaska. The raw material will be processed at a planned facility in Warren, Ohio.
Lucid’s latest move expands on a 2024 agreement with Graphite One to supply synthetic graphite from the same Ohio site and follows another partnership with Syrah Resources, which will deliver natural graphite active anode material processed in Vidalia, Louisiana, starting in 2026.
The shift toward domestic sources comes amid growing geopolitical tensions and the potential for additional tariffs under the Trump administration, which has prioritized reshoring strategic materials. Lucid’s leadership believes that domestic production is not only a supply chain solution but also a key to scaling the U.S. graphite industry.
“The automotive industry can provide the critical scale that you need to make those mines profitable,” Marc Winterhoff, Lucid’s interim CEO, told Bloomberg. “We need so much of it.”
Winterhoff also emphasized the strategic importance of localizing resources: “A supply chain of critical materials within the United States drives our nation’s economy, increases our independence against outside factors or market dynamics, and supports our efforts to reduce the carbon footprint of our vehicles.”
Graphite is an essential component of lithium-ion batteries, playing a major role in high-performance and fast-charging electric vehicles. Both synthetic and natural graphite materials are used in battery anodes, and securing these resources from within the U.S. aligns with broader national goals for clean energy and industrial independence.
Graphite One CEO Anthony Huston called the agreement historic, adding that it builds momentum for a fully domestic graphite supply chain to “meet market demands and strengthen U.S. industry and national defense.”
Lucid manufactures its EVs, including the flagship Lucid Air and the upcoming Gravity SUV, at its advanced production facility in Arizona. As the EV market grows and U.S. policy continues to incentivize domestic production, Lucid’s series of graphite deals positions the company to reduce exposure to foreign supply disruptions while advancing U.S. battery innovation.
